Analyst, Accounts Payable, Bookkeeping

PROFESSIONAL PROFILE

Providing superior service to internal associates and external customers

for over 15 years. Committed to transforming relationships into actionable

results. Establish creative and innovative strategies by massaging data and

presenting the facts to allow the Business to make stronger decisions in

finance, sales, marketing and customer service.

CORE KNOWLEDGE & SKILL AREAS

. Data Mining and Data Analysis (Access Based)

. Business Analysis and Reporting

. Market Baskets and Customer Segmentation

. Ad Hoc Reporting

. Analytical & Quantitative Skills

. Project Management

. Training and Mentoring

. Software Assistance and Training

. HIPAA Compliance and Privacy Practices

. Business Requirements and Documentation

WORK EXPERIENCE

Business Intelligence I - Analyst, October 2011 to November 2013

Cardinal Health (DBA Edgepark Medical), Twinsburg, Ohio

. Created database application in Access to provide visibility to

marketing and drive both increased sales and potential marketing

opportunities working toward targeted sales goal of $1 billion.

. Worked as team leader on project with Customer Service Department to

provide outlook to Cancelled orders. Created buckets of cancelled

orders quantifying which orders were lost revenue and which orders

were not salvageable. Weekly report created and provided to Sales

department to attempt to "save" lost revenue of cancelled orders.

. Created reporting scorecard for Marketing and Sales to assist in

identifying patient insurance migration. Migration identification

enabled Sales to develop strategies to educate customers about

insurance and coverage changes.

. Mined customer data to provide a viable lead list of customers for

company marketing materials (catalogs, direct mail pieces, emails, and

call lists) to help grow product and company awareness, and increased

revenue by at least 5%.

. Created a market basket database to assist the sales team in cross

selling customers into more than just one product category. Cross sell

opportunity helped increase revenue by 2%.

Promoted from - Vendor Relations Marketing Coordinator, May 2008 to October

2011

Edgepark Medical, Twinsburg, Ohio

. Developed strong relationships as the Liaison between internal

Marketing Communications and Category Management Teams and over 200

external manufacturers while developing vendor-sponsored marketing

programs.

. Accomplished meeting or exceeding co-op budget goal from 2008 through

2011 of $1.5 to $3.0 million.

. Advanced the Marketing Communication Team process with vendors by

developing a streamlined step-by-step process which ensured 100%

completion of all co-op marketing programs.

. Responsible for invoice generation, communication, proof of

performance and collections on all vendor sponsored marketing

programs.

. Provided executive level financial reporting on all vendor-sponsored

marketing programs, including payment and collection status.

. Established marketing activities from creation through results for

company's private-label brand, including direct mail, email, website

advertising and on-hold messaging.

. Saved 20% annually by establishing new process for all company

business card orders and formed a new partnership with FedEx/Kinkos.

. Negotiated discounts equating to 10% annual savings by managing

department office supply budget and orders.

Promoted from - Non-Inventory Accounting Representative - Accounting, May

2006 to May 2008

Edgepark Medical, Twinsburg, Ohio

. Created process for capital expenditures documentation allowing for

proper budget distribution and executive approval.

. Allocated all non-inventory expenses to general ledger accounts.

. Aided Accounting and IT departments with migration of accounts payable

process to Oracle application by providing step by step documentation

of functions.

. Supported accounting and accounts payable department with work

overflow.

Promoted from - Accounts Payable Representative - Accounting, March 2004 to

May 2006

Edgepark Medical, Twinsburg, Ohio

. Accountable for staying budgeted and running all check runs.

. Created workflow efficiency increase of 23% by reducing redundancies

and invoice discrepancy processing breaks between purchasing,

warehouse, accounts payable and vendors.

. Reduced invoice discrepancy resolution from 7-10 days to 48-hour turn

around.

. Communicated with all vendors for "on-hold" status issues, entering

and resolving vendor invoice discrepancies.

. Led all training for accounts payable team.

Promoted from - Medical Billing Specialist - Billing, February 2001 to

March 2004

Edgepark Medical, Twinsburg, Ohio

. Auditing patient accounts before releasing orders with 98% accuracy,

which included verifying ICD-9 codes, proper documentation on file,

resolving account balances and verifying insurance coverage.

. Resolved all home health issues for Medicare patients ensuring prompt

service of supplies.

. Distributed all ABN (Advanced Beneficiary Notices) to Medicare

patients.

. Assisted Compliance Committee in development of HIPAA and compliance

training.

Promoted from - Prescription Management - Billing, December 2000 to

February 2001

Edgepark Medical, Twinsburg, Ohio

. Contacted doctor's office to obtain documentation for proper insurance

coverage submission.

. Assisted customers with issues regarding proper diagnosis and

documentation to submit to insurance.

. Data entry of medical documentation into computer system.

Office Manager/Executive Assistant, July 2000 to December 2000

Cima Plastics, Twinsburg, Ohio

. Recorded daily labor and production for plant. Constructed and

communicated product production to customers.

. Produced daily, weekly, monthly and quarterly production reports.

. Obtained daily temporary time cards to establish if temporaries were

reporting and accurately adjust daily report to reflect data from time

cards. Compounded weekly spreadsheets to furnish temporary agencies

with correct hours.

SYSTEMS EXPERIENCE & PROFICIENCIES

. Windows Operating Systems

. Microsoft Professional Office Suite (Access, Excel, Word, Power Point

and Visio)

. Crystal and ePortfolio Reporting Systems

. Oracle eBusiness Systems

. Adobe Professional

. CRM Software

. Dimensional Insight Diver Software

EDUCATION AND CERTIFICATIONS

Associates of Applied Business in Accounting, Cuyahoga Community College,

Ohio

Annual HIPAA Compliance and Privacy Practice Training, October 2013

Intermediate Access Course, Corporate College, Ohio, 2012

Liberal Education Requirements, Kent State University, Ohio

Contact this candidate